Hi,
I have a simple requirement of having a quarter year field to store End date value in QQ/YYYY format so that I can use it in filter of my dashboard. Please guide how to achieve. I do not want to manually update records. However if there is a solution for future new responses and for historical I need to populate manually, I am fine. I do not need a forever manual process :)
+32One of the solution:
Add an embedded data in survey flow ‘month’ and set it’s value to ‘${date://CurrentDate/m}’. The ED will have current month number.
Now add branch logic based on embedded data month as if month is greater than or equal to 1 and less than or equal to 3 the set another embedded data ‘quarter’ - ‘Q1/${date://CurrentDate/Y}’
Similarly add branch logics for each quarter Q2, Q3, Q4.
You could also make an Excel spreadsheet as an alternative with all the dates and corresponding quarter next to it. Then, you could import it as recoded values into the dashboard settings. Instructions here on importing recoded values:
How should I set it, bearing in mind that the financial year starts in November, i.e., Q1 should include months 11 and 12 of the given year and month 1 (January) of the following year?
Is it an option to set another embedded data ‘year’ - ‘${date://CurrentDate/Y}’ and then to create a variable 'Q-FY' with bucketing using these two embedded data fields: 'month' and 'year'?
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